01. About Us

At Patriot Financial Group our top priority is your overall financial success. We have the client -and only the client-in mind.  We want to learn about your personal situation, identify your dreams and goals and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our success.

02. Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

03. Our Approach

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Our Services

Our Team

Blogs

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
Gary Brown |
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Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went mainstream!” What’s the next “unicorn” that will make a fortune?” It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives. 1 When we do, it can cloud our...